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Lockout/Tagout (LOTO) Checklist

Step-by-step energy isolation checklist for HVAC equipment. Tick items as you go, then print or save as PDF.

Free tool

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Prepare

Identify all energy sources (electrical, gas, stored pressure, mechanical)
Notify affected people
Review the employer's written LOTO procedure

Isolate

Shut down equipment normally
Open disconnects / close valves
Apply personal lock and tag to every isolation point
Release stored energy (capacitors, pressure, springs)

Verify

Test the meter on a known live source
Verify absence of voltage
Re-test the meter
Attempt start — confirm no operation

Restore

Tools and guards back in place
People clear
Remove own lock only
Notify affected people

Educational checklist. It does not replace legally required procedures, your employer's programs, applicable standards, manufacturer instructions or certified inspections.

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